Curi Wealth Management’s CyberArk CYBR Stock Holding History

Curi Wealth Management’s Portfolio CYBR Stock Details CYBR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	–	Sell	-10	Closed	-$1K	–	643
2022 Q1	$1K	Buy	+10	New	+$1.52K	﹤0.01%	477

Other funds holding CYBR

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

PAMS

Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return

BCM

Brown Capital Management Baltimore, Maryland $500M AUM 25.3% 1-Year Est. Return

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

RGM Capital Naples, Florida $2.06B AUM 8.49% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Curi Wealth Management's CYBR Position: Q2 2022 in Review

Curi Wealth Management sold out of CyberArk (CYBR) in Q2 2022, closing a stake of 10 shares — an estimated $1K sold.

Curi Wealth Management first reported a position in CYBR in Q1 2022 and held it in 1 quarter. The position peaked at $1K in Q1 2022. 350 funds tracked by Wall St. Rank hold CYBR as of Q2 2022.

Curi Wealth Management reported no remaining CyberArk position as of Q2 2022 after selling out during the quarter.
Curi Wealth Management sold 10 CyberArk shares in Q2 2022, an estimated $1K.
Curi Wealth Management first reported a position in CyberArk in Q1 2022 and held it in 1 quarter.
Curi Wealth Management's CyberArk position peaked at $1K in Q1 2022.
350 funds tracked by Wall St. Rank held CyberArk as of Q2 2022.

Based on Curi Wealth Management's 13F filing for Q2 2022, filed 8 Aug 2022.